Privacy policy

Meridian CFO Partners Limited is the controller. We are registered in England and Wales under company number 16695916, with our registered office at 23 Oxford Road, Flat A, London, N4 3HA, United Kingdom.

We may collect your name, email, company, your company’s stage or revenue band, enquiry details, diagnostic answers and result, meeting details, marketing preference, publicly available company information used for lead qualification, and basic technical or security information.

We use this information to respond to you, provide diagnostic recommendations, arrange calls, deliver and administer services, keep required business records, secure the site, and establish or defend legal claims. After you accept analytics, our website platform may set a first-party identifier and record page views, referrer, device type and scroll depth. Our lawful bases are steps taken at your request before a contract, performance of a contract, legal obligation, consent, and our legitimate interests.

We send marketing only where you separately consent. You can withdraw consent or unsubscribe at any time.

We may use providers for website hosting and analytics, form processing, customer records, calendars, email, and professional advice. We may also disclose information where required by law or during a business reorganisation. We don’t sell personal information.

Some providers may process information outside the UK. Where required, we use an adequacy regulation, the UK International Data Transfer Agreement or Addendum, or another lawful safeguard.

We generally keep enquiry and diagnostic information for up to 24 months after the last meaningful interaction, contract and financial records for up to six years, and marketing records until consent is withdrawn or they are no longer needed. We may keep information longer where legally required or necessary for an active relationship or dispute. We use proportionate safeguards, but no online service is completely secure.

Depending on the circumstances, you may ask to access, correct, erase, restrict, or receive your information, or object to its use. You may withdraw consent at any time. Email hello@meridiancfos.com to make a request. You may also complain to the ICO at ico.org.uk/make-a-complaint. If you’re outside the UK, you may have similar rights under your local law. Email us and we’ll handle your request under whichever applies.

This business-to-business site isn't intended for children. We may update this notice when our services, providers, or obligations change.